Latest Institutional Purchases of Spdr S&P Bank ETF (KBE)
This list provides information on the latest institutional transactions involving Spdr S&P Bank ETF (KBE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.6KNew |
$332K - $380K
|
7.6K
$463K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.37KNew |
$279K - $318K
|
6.37K
$389K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.92KNew |
$259K - $296K
|
5.92K
$361K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.78KNew |
$165K - $189K
|
3.78K
$230K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
938New |
$41.1K - $46.9K
|
938
$57.2K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
496New |
$21.7K - $24.8K
|
496
$30.3K
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
300New |
$13.1K - $15K
|
300
$18.3K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274New |
$12K - $13.7K
|
274
$16.7K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
144New |
$6.3K - $7.2K
|
144
$8.78K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
137New |
$6K - $6.85K
|
137
$8.36K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$2.19K - $2.5K
|
50
$3.05K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
45+ 100.0% |
$1.97K - $2.25K
|
90
$5.49K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35New |
$1.53K - $1.75K
|
35
$2.13K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$862K - $1.05M
|
20K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
17KNew |
$733K - $889K
|
17K
$1.04M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$449K - $545K
|
10.4K
$636K
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.71KNew |
$419K - $508K
|
9.71K
$592K
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$231K - $280K
|
5.35K
$326K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$197K - $239K
|
4.58K
$279K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62KNew |
$70K - $85K
|
1.62K
$99K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$34.5K - $41.9K
|
800
$48.8K
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
694+ 6.29% |
$29.9K - $36.3K
|
11.7K
$715K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$24.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 1.56% |
$6.29K - $7.64K
|
9.48K
$578K
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.6% |
$1.51K - $1.83K
|
5.84K
$356K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.03% |
$474 - $576
|
31.8K
$1.94M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$43.1 - $52.3
|
1
$61
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 480.81% |
$2.04M - $2.47M
|
57.5K
$3.51M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.43KNew |
$404K - $489K
|
9.43K
$575K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.29KNew |
$312K - $378K
|
7.29K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.81KNew |
$206K - $250K
|
4.81K
$294K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.53KNew |
$65.7K - $79.6K
|
1.53K
$93.6K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
300New |
$12.8K - $15.6K
|
300
$18.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
190New |
$8.14K - $9.86K
|
190
$11.6K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
89+ 1.46% |
$3.81K - $4.62K
|
6.2K
$378K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
59.1KNew |
$3.04M - $3.57M
|
59.1K
$3.61M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36KNew |
$1.85M - $2.18M
|
36K
$2.2M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
31.4KNew |
$1.61M - $1.9M
|
31.4K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
7.46KNew |
$383K - $451K
|
7.46K
$455K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.8KNew |
$298K - $350K
|
5.8K
$354K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.96KNew |
$203K - $239K
|
3.96K
$242K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3KNew |
$154K - $181K
|
3K
$183K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$154K - $181K
|
3K
$183K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.28KNew |
$65.7K - $77.3K
|
1.28K
$78.1K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
478+ 0.8% |
$24.5K - $28.9K
|
60.5K
$3.69M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.5K - $24.2K
|
400
$24.4K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
359+ 7.25% |
$18.4K - $21.7K
|
5.31K
$324K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
350New |
$18K - $21.1K
|
350
$21.3K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$7.7K - $9.06K
|
150
$9.15K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
53New |
$2.72K - $3.2K
|
53
$3.23K
|